Anic Equity¶
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Total return since start: 0.628 %¶
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Equity now: -----------------------------> 49721.83 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43672.06 Kr¶
PnL: ---------------------------------------> -1203.52 Kr¶
DD now: ---------------------------------> -6.398 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 10:26:02.598169'
Benchmark comparison¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.180000 | 1517.280000 | 94.280000 | 6.630000 | 1423.000014 |
| Hennes & Mauritz B | 6 | -0.670000 | 918.840000 | 6.840000 | 0.750000 | 912.000000 |
| Nederman Holding | 1 | -2.840000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Eastnine | 6 | 0.370000 | 658.800000 | 1.800000 | 0.270000 | 657.000000 |
| ASSA ABLOY B | 4 | -0.080000 | 988.000000 | -5.000000 | -0.500000 | 993.000000 |
| OX2 | 12 | -0.460000 | 902.400000 | -6.600000 | -0.730000 | 909.000000 |
| INVISIO | 15 | 0.210000 | 3562.500000 | -9.500000 | -0.270000 | 3571.999995 |
| Biotage | 1 | -3.660000 | 136.800000 | -12.200000 | -8.190000 | 149.000000 |
| Atrium Ljungberg B | 5 | -0.450000 | 890.000000 | -14.000000 | -1.550000 | 904.000000 |
| Creaspac SPAC | 40 | 0.210000 | 3820.000000 | -14.000000 | -0.370000 | 3834.000000 |
| JM | 7 | -0.450000 | 935.900000 | -14.100000 | -1.480000 | 950.000002 |
| Gränges | 10 | 0.590000 | 1024.000000 | -15.000000 | -1.440000 | 1039.000000 |
| Vitrolife | 3 | 0.460000 | 660.000000 | -17.000000 | -2.510000 | 677.000001 |
| AcadeMedia | 20 | -0.990000 | 960.400000 | -17.600000 | -1.800000 | 978.000000 |
| Bufab | 3 | -0.170000 | 1057.800000 | -18.200000 | -1.690000 | 1076.000001 |
| BioGaia B | 8 | 0.640000 | 885.600000 | -18.400000 | -2.040000 | 904.000000 |
| Latour B | 4 | -1.370000 | 836.400000 | -19.600000 | -2.290000 | 856.000000 |
| Vitec Software Group B | 2 | -1.990000 | 1083.000000 | -21.000000 | -1.900000 | 1104.000000 |
| SKF B | 5 | 1.080000 | 958.750000 | -21.250000 | -2.170000 | 980.000000 |
| Investor B | 3 | -0.190000 | 636.450000 | -21.550000 | -3.280000 | 657.999999 |
| Sandvik | 4 | 0.680000 | 824.000000 | -24.000000 | -2.830000 | 848.000000 |
| Byggmax Group | 33 | -0.070000 | 935.220000 | -31.780000 | -3.290000 | 966.999990 |
| Addnode Group B | 7 | -1.660000 | 872.900000 | -32.100000 | -3.550000 | 904.999998 |
| Sagax B | 4 | -2.400000 | 847.200000 | -37.800000 | -4.270000 | 885.000000 |
| Hoist Finance | 36 | 0.000000 | 972.000000 | -39.000000 | -3.860000 | 1010.999988 |
| Hexatronic Group | 15 | -1.350000 | 1030.500000 | -40.500000 | -3.780000 | 1071.000000 |
| Alimak Group | 12 | -0.860000 | 963.600000 | -43.400000 | -4.310000 | 1007.000004 |
| EQT | 4 | -2.590000 | 827.200000 | -45.800000 | -5.250000 | 873.000000 |
| Sagax A | 4 | -3.670000 | 840.000000 | -46.000000 | -5.190000 | 886.000000 |
| Orrön Energy | 170 | -2.770000 | 1997.500000 | -48.500000 | -2.370000 | 2045.999980 |
| HEXPOL B | 8 | -3.570000 | 908.000000 | -49.000000 | -5.120000 | 957.000000 |
| Platzer Fastigheter Holding B | 12 | -1.450000 | 895.200000 | -55.800000 | -5.870000 | 951.000000 |
| Catena | 2 | -1.320000 | 746.400000 | -59.600000 | -7.390000 | 806.000000 |
| Hexagon B | 26 | -0.880000 | 3354.000000 | -66.000000 | -1.930000 | 3420.000012 |
| VEF | 788 | -0.260000 | 1807.670000 | -95.330000 | -5.010000 | 1903.000300 |
| Sedana Medical | 93 | 1.890000 | 2613.300000 | -370.280000 | -12.410000 | 2983.577733 |
| TOTAL | 43657.810000 | -1217.770000 | -6.42535% | 44875.578016 |
Updated:¶
'2023-06-21 10:24:43.558775'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
